Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Small Cap Value in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW JERSEY EDUCATION ASSOCIATION NJEA SUPPLEMENTAL SAVINGS PLAN | TRENTON NJ | 392 | $67.4M | $761K |
| 2 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $222K |
| 3 | HOSPICE OF HENDERSON COUNTY, INC. |
FLAT ROCK NC |
| 446 |
| $11.8M |
| $45K |
| 4 | LEON N. WEINER ASSOCIATES, INC. LNWAI/ARBOR MANAGEMENT 401(K) PLAN | WILMINGTON DE | 234 | $21.4M | $29K |
| 5 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $1K |
